Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,870 shares of VIG stock, worth $340,620. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,870

Previous 1,947 3.95%

Holding current value

$340,620

Previous $354,000 3.95%

% of portfolio

0.15%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	N/A	-77 Reduced 3.95%	1,870 $340,000
Q3 2024 Oct 21, 2024	SELL	$182.15 - $182.15 $132,058 - $132,058	-725 Reduced 27.13%	1,947 $354,000
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $866 - $926	-5 Reduced 0.19%	2,672 $487,000
Q3 2023 Oct 24, 2023	BUY	$155.38 - $166.95 $3,884 - $4,173	25 Added 0.94%	2,677 $415,000
Q2 2023 Jul 24, 2023	BUY	$152.74 - $162.43 $68,122 - $72,443	446 Added 20.22%	2,652 $430,000
Q1 2023 Apr 14, 2023	BUY	$147.24 - $158.33 $30,331 - $32,615	206 Added 10.3%	2,206 $339,000
Q4 2021 Jan 19, 2022	SELL	N/A	-78 Reduced 3.75%	2,000 $357,000
Q2 2021 Jul 14, 2021	BUY	N/A	70 Added 3.49%	2,078 $322,000
Q4 2020 Feb 04, 2021	BUY	N/A	2,008 New	2,008 $283,000

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History